Compliance Training

Compliance and Risk, CLHIA; National and International Regulatory Developments that will Impact Advisors
Canada Life; New FINTRAC rules and an Advisor Template for an AML Regime
RBC; Anti-SPAM regulations
Manulife; Sharing the Result of Advisor Reviews
FSCO; Advisor survey and CCIR Fair Treatment of Customers
Bridgeforce; Disclosure documents and Privacy Statements

Strategy & Skill Building

Blue Cross; OBC Disability, May 6, 2010
Hooper-Holmes; Building A Partnership: Medical and Financial Information Services, May 5, 2010

Independent Financial Brokers; June 1 and 2, 2010

  • The value of Advice; Insured Annuities with a Twist
  • What Course to Plot in a Sea of Change
  • The benefits of Debit/Credit Underwriting; Disability Coverage: New Concepts of Today’s Changing Market
  • Honesty: The best Policy…or is it Whole Life
  • Will We Outlive Our Retirement?
  • Living Benefits Trends and Concepts for Today and Tomorrow
  • Safe computing Made Easy
  • The role of a Great Advisor
  • What Advisors Should Know about Policy Holder Protection in the Event of Insolvency

A Family’s True Legacy: Talking to Aging Business Owners about Succession Planning Management

Industrial Alliance; RESPs, May 19, 2010
Standard Life; Advantages of Segregated Funds, Ideal Seg. Funds, Signature Series, Sept 22, 2010
Canada Life; Funding Shareholders Agreements, Oct. 27, 2010
Canada Life; Living Benefits, Where does it all Fit, Oct. 27, 2010
Transamerica Life Canada; Corporate Estate Transfer Strategy, Nov. 10, 2010
BMO; Insured Annuity Solutions, Feb 16, 2011

Transamerica Life Canada; April 27, 2011

  • Bonds Deserve More Credit
  • Processing Claims
  • Product Trends in Life Insurance
  • Building Your Own Brand

Canada Life; Retirement Income Enhancer and Charitable Giving, Oct. 5, 2011
Great West Life; Making Life Matter & Advance Life Planning Concepts; Investment Opportunities 2012, Feb. 29, 2012
Desjardins Financial Security; Solo Loan Insurance- A Unique Product to Discover, Apr. 18, 2012
Foresters; Beyond Protection and Debit Credit Underwriting, Apr. 11, 2012
Allen Wong and Associates; Updating the Current Trends, Product Changes, and price increases in the Life Insurance Industry, May 2, 2012
Standard Life Investments; Yield and Growth; Dividend and Income Solutions, Apr. 17, 2012
RBC Insurance; Retirement Enhancer, Apr. 25, 2012

  • Canada Life; Shareholder Life Income Benefit; an Investment Strategy, Sept. 20, 2012
  • BMO; the CI difference at BMO, Sept. 20, 2012
  • Foresters; Canada’s Best Kept Secret- Whole Life, Sept. 20, 2012
  • Manulife; Manulife Private Wealth: In Integrated Solution for HNW clients
  • RBC; Insuring the Boss- Ideas on how to Eliminate Reverse Discrimination
  • Sun Life; One Decision. A lifetime of Protection, Sept. 20, 2012

Foresters; Understanding Easylife, Oct. 10, 2012
Canada Life; CLA01012-ON-1645, Oct. 3, 2012

  • Desjardins; Addressing Key Client Concerns in a Dynamic Market, Jan. 24, 2013
  • Franklin Templeton; Partnering with Bissett for Seg. Fund Clients, Jan. 24, 2013
  • Standard Life; Features & Benefits of Ideal Seg. Fund, Jan. 24, 2013
  • Manulife; Dichotomy of What we Know, Jan. 24, 2013
  • Fidelity Investments; Economic Update, Jan. 24, 2013
  • CI Investments; signature global Opportunities, Jan. 24, 2013
  • Canada Life; 3 Key Ways to generate Income with Canada Life 2013, Jan. 24, 2013
  • Empire Life; Future of GMWB and Corresponding Sales Ideas, Jan. 24, 2013
  • SSQ Insurance; Introducing GMWB Segregates Platform, Jan. 24, 2013
  • Sun Life; Tele-interviewing in Underwriting, May 13, 2013
  • Transamerica life; Why Transamerica life, May 13, 2013
  • Foresters; New FamilyLife, May 13, 2013
  • BMO; Selling BMO’s Whole Life Products, May 13, 2013
  • Manulife; Whole Life: What Does the Future Hold?, May 13, 2013
  • Canada Life; Positioning Par Family Market, May 13, 2013
  • SSQ, RBC; the Need for Living Benefits, May 13, 2013
  • Empire Life; A New Permanent Life Solution, Industrial Alliance, May 13, 2013

President’s Seminar; Industry Update: Whole Life Insurance, Universal Life Insurance, Children’s Critical Illness Insurance, Adult Critical Illness Insurance, Sept 4, 2013
RBC, Manulife, La Capitale, BMO, Canada Life, Equitable Life, Sun Life; Living Benefits, Oct. 23, 2013
SSQ Financial Group; Becoming a Better Leader for Your Clients- Investor Psychology and Behaviour, Nov. 6, 2013
Canada Life; Uncovering Needs and Opportunities for Business Owners, Oct. 30, 2013
Canada Life, CLA-ON1961, June 4, 2013
RBC; The Fundamental Series-Disability Income Protection, June 5, 2013
Manulife Financial; Affinity Markets- Why Sell Individual Health and Dental Insurance; Travel Insurance Sales and Training, April 12, 2013

  • SSQ; Income and Estate Planning, Jan. 17, 2014 
  • RBC; New Funds and Payout Annuities, Jan. 17, 2014 
  • Franklin Templeton Investments; Core Solutions for any Market Conditions, Jan. 17, 2014 
  • Standard Life; Global Absolute Fund, Jan. 17, 2014 
  • Canada Life; From Saving Retirement to Spending in Retirement, Jan. 17, 2014 
  • Empire Life; Stay True RRSP, Jan. 17, 2014 
  • BMO; Global Asset Management; Guaranteed Investment Funds, Jan. 17, 2014 
  • Manulife; Growth, Downside Protection and Guaranteed Lifetime Income Options, Jan. 17, 2014 
  • B2B Bank; Understanding RRASP and RESP Loans, Jan. 17, 2014 

Desjardins Financial Security; Long-Term Care, Feb. 12, 2014